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Abrdn World Healthcare Fund (THW) Institutional Ownership

Abrdn World Healthcare Fund logo
$11.90 +0.08 (+0.63%)
As of 03:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Abrdn World Healthcare Fund (NYSE:THW)

Number of
Institutional Buyers
(last 12 months)
26
Total
Institutional Inflows
(last 12 months)
$27.27M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$9.48M
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THW Institutional Buying and Selling by Quarter

Abrdn World Healthcare Fund Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/22/2025 Wealth Effects LLC26,400$291K0.1%-8.0%0.000%
1/22/2025 Kingswood Wealth Advisors LLC16,000$176K0.0%N/A0.000%
1/17/2025 Janney Montgomery Scott LLC39,214$432K0.0%+3.1%0.000%
1/8/2025 International Assets Investment Management LLC69,589$772K0.0%-89.8%0.000%
11/18/2024Empire Financial Management Company LLC19,774$262K0.1%N/A0.000%
11/15/2024Stifel Financial Corp46,387$616K0.0%-5.6%0.000%
11/14/2024Tradition Wealth Management LLC39,375$523K0.0%-4.3%0.000%
11/1/2024Wealth Quarterback LLC54,959$729K0.4%+7.3%0.000%
10/24/2024J.W. Cole Advisors Inc.49,710$660K0.0%+195.1%0.000%
10/22/2024 International Assets Investment Management LLC682,718$9.06M0.0%+1,229.1%0.000%
10/22/2024Private Advisor Group LLC37,402$496K0.0%+3.0%0.000%
10/22/2024BLB&B Advisors LLC20,000$265K0.0%N/A0.000%
10/21/2024 Wealth Effects LLC28,700$381K0.1%-53.8%0.000%
10/9/2024 Adirondack Trust Co.2,056$27K0.0%N/A0.000%
10/8/2024 Future Financial Wealth Managment LLC5,500$73K0.1%N/A0.000%
8/19/2024B. Riley Wealth Advisors Inc.13,950$183K0.0%-11.9%0.000%
8/14/2024EverSource Wealth Advisors LLC5,500$72K0.0%N/A0.000%
8/8/2024J.W. Cole Advisors Inc.16,846$221K0.0%N/A0.000%
8/8/2024CoreCap Advisors LLC302,590$3.97M0.4%N/A0.000%
8/8/2024Vanguard Capital Wealth Advisors30,000$394K0.3%+50.0%0.000%
8/6/2024Strategic Financial Concepts LLC264,984$3.48M0.0%+1,218.0%0.000%
8/3/2024Kapstone Financial Advisors LLC10,500$138K0.1%N/A0.000%
8/2/2024 Wealth Effects LLC62,100$815K0.3%-6.5%0.000%
8/1/2024Primoris Wealth Advisors LLC26,747$351K0.3%-3.6%0.000%
7/30/2024 International Assets Investment Management LLC51,367$674K0.0%+6.8%0.000%
7/26/2024Cambridge Investment Research Advisors Inc.100,691$1.32M0.0%-6.0%0.000%
7/24/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors11,217$147K0.0%-9.6%0.000%
7/19/2024Raymond James & Associates154,483$2.03M0.0%+4.2%0.000%
5/24/2024Cetera Advisors LLC29,613$392K0.0%N/A0.000%
5/17/2024Creekmur Asset Management LLC2,456$32K0.0%-65.1%0.000%
5/16/2024B. Riley Wealth Advisors Inc.15,837$210K0.0%+23.2%0.000%
5/8/2024Semus Wealth Partners LLC11,087$147K0.1%-11.6%0.000%
5/7/2024Oppenheimer & Co. Inc.21,864$289K0.0%+69.1%0.000%
5/1/2024 Janney Montgomery Scott LLC43,134$571K0.0%-17.2%0.000%
4/30/2024Hartline Investment Corp12,411$164K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC232,507$3.08M0.0%-3.9%0.000%
4/22/2024Strategic Financial Concepts LLC20,105$266K0.1%N/A0.000%
4/15/2024 Future Financial Wealth Managment LLC5,500$73K0.1%N/A0.000%
4/11/2024 International Assets Investment Management LLC48,107$628K0.0%+16.3%0.000%
3/15/2024B. Riley Wealth Advisors Inc.12,853$151K0.0%-18.8%0.000%
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3/1/2024Creekmur Asset Management LLC7,031$82K0.0%N/A0.000%
2/15/2024Flow State Investments L.P.82,449$962K0.3%N/A0.000%
2/14/2024Wealth Quarterback LLC36,942$431K0.3%+11.8%0.000%
2/12/2024Tradition Wealth Management LLC41,225$481K0.1%+560.8%0.000%
2/12/2024Steward Partners Investment Advisory LLC170,618$1.99M0.0%-17.9%0.000%
2/8/2024 Janney Montgomery Scott LLC52,071$608K0.0%-3.5%0.000%
2/7/2024Principal Securities Inc.18,190$212K0.0%N/A0.000%
2/6/2024Private Advisor Group LLC34,288$400K0.0%+49.6%0.000%
2/1/2024Wolverine Asset Management LLC41,624$486K0.0%-68.6%0.000%
2/1/2024Significant Wealth Partners LLC94,630$1.10M0.8%N/A0.000%
1/30/2024Bay Colony Advisory Group Inc d b a Bay Colony Advisors12,840$150K0.0%-27.7%0.000%
1/29/2024NewEdge Wealth LLC92,956$1.09M0.0%-6.5%0.000%
1/29/2024 Wealth Effects LLC66,250$773K0.3%+6.2%0.000%
1/25/2024 International Assets Investment Management LLC41,382$483K0.0%+75.4%0.000%
1/24/2024 International Assets Investment Management LLC482,929$5.64M0.0%+1,947.3%0.000%
1/16/2024Raymond James Financial Services Advisors Inc.33,781$394K0.0%-26.9%0.000%
1/16/2024Raymond James & Associates133,054$1.55M0.0%-15.7%0.000%
1/16/2024CoreCap Advisors LLC280,645$3.28M0.2%-2.4%0.000%
12/1/2023B. Riley Wealth Advisors Inc.15,837$186K0.0%-13.9%0.000%
11/14/2023Samalin Investment Counsel LLC32,804$384K0.2%+77.9%0.000%
11/13/2023Bay Colony Advisory Group Inc d b a Bay Colony Advisors17,759$208K0.0%-12.1%0.000%
11/13/2023Sargent Investment Group LLC20,000$234K0.1%+100.0%0.000%
11/13/2023Wolverine Asset Management LLC132,516$1.55M0.0%N/A0.000%
11/13/2023Kestra Advisory Services LLC48,231$565K0.0%+2.7%0.000%
11/9/2023UBS Group AG298,182$3.50M0.0%+1.7%0.000%
11/8/2023Atria Wealth Solutions Inc.12,202$143K0.0%N/A0.000%
11/8/2023Landscape Capital Management L.L.C.19,561$229K0.0%N/A0.000%
11/8/2023NewEdge Wealth LLC99,469$1.17M0.0%+10.0%0.000%
11/8/2023Oppenheimer & Co. Inc.11,233$132K0.0%+10.1%0.000%
11/3/2023Private Advisor Group LLC22,913$269K0.0%+6.6%0.000%
10/31/2023Primoris Wealth Advisors LLC28,425$333K0.4%-9.4%0.000%
10/24/2023Raymond James Financial Services Advisors Inc.46,204$542K0.0%-72.6%0.000%
10/24/2023Raymond James & Associates157,906$1.85M0.0%-5.4%0.000%
10/24/2023Cambridge Investment Research Advisors Inc.112,811$1.32M0.0%+6.1%0.000%
10/23/2023Commonwealth Equity Services LLC250,219$2.93M0.0%-13.7%0.000%
10/16/2023 Wealth Effects LLC62,400$731K0.4%+13.4%0.000%
10/10/2023 International Assets Investment Management LLC23,589$278K0.0%+53.7%0.000%
10/4/2023 International Assets Investment Management LLC23,589$278K0.0%+53.7%0.000%
8/11/2023Kestra Advisory Services LLC46,970$659K0.0%+20.1%0.000%
8/10/2023Commonwealth Equity Services LLC290,033$4.07M0.0%-0.6%0.000%
8/10/2023Wealth Quarterback LLC33,855$475K0.3%+17.7%0.000%
8/10/2023Cetera Investment Advisers35,672$500K0.0%-3.0%0.000%
8/3/2023Samalin Investment Counsel LLC18,440$259K0.1%+83.1%0.000%
8/3/2023Primoris Wealth Advisors LLC31,391$440K0.5%-2.8%0.000%
8/3/2023Oppenheimer & Co. Inc.10,199$143K0.0%N/A0.000%
8/1/2023Truist Financial Corp16,551$232K0.0%N/A0.000%
7/31/2023LPL Financial LLC191,569$2.69M0.0%+19.3%0.000%
7/31/2023Sargent Investment Group LLC10,000$140K0.0%-50.0%0.000%
7/27/2023Empire Financial Management Company LLC23,955$336K0.1%+7.6%0.000%
7/27/2023Virtu Financial LLC10,149$142K0.0%N/A0.000%
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7/27/2023B. Riley Wealth Advisors Inc.18,400$258K0.0%+23.4%0.000%
7/25/2023Raymond James Financial Services Advisors Inc.168,798$2.37M0.0%-9.5%0.000%
7/21/2023IFG Advisory LLC15,195$213K0.0%N/A0.000%
7/18/2023 Wealth Effects LLC55,050$772K0.3%+4.9%0.000%
7/13/2023Cambridge Investment Research Advisors Inc.106,312$1.49M0.0%-2.2%0.000%
5/11/2023Cambridge Investment Research Advisors Inc.108,668$1.49M0.0%-3.8%0.000%
5/11/2023Elequin Securities LLC2,776$38K0.0%N/A0.000%
5/11/2023Commonwealth Equity Services LLC291,748$4.01M0.0%+3.0%0.000%
5/10/2023Private Advisor Group LLC20,772$285K0.0%N/A0.000%
5/9/2023Wedbush Securities Inc.24,860$342K0.0%-5.0%0.000%
(Data available from 1/1/2016 forward)

THW Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of THW shares?

During the previous two years, 53 institutional investors and hedge funds held shares of Abrdn World Healthcare Fund. The most heavily invested institutionals were CoreCap Advisors LLC ($3.97M), UBS Group AG ($3.50M), Strategic Financial Concepts LLC ($3.48M), Commonwealth Equity Services LLC ($3.08M), LPL Financial LLC ($2.69M), Advisor Group Holdings Inc. ($2.33M), and Raymond James & Associates ($2.03M).Learn more on THW's institutional investors.

Which institutional investors have been buying Abrdn World Healthcare Fund stock?

Of the 47 institutional investors that purchased Abrdn World Healthcare Fund stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($1.13M), CoreCap Advisors LLC ($302.59K), Strategic Financial Concepts LLC ($264.98K), Wolverine Asset Management LLC ($132.52K), Raymond James Financial Services Advisors Inc. ($131.38K), Significant Wealth Partners LLC ($94.63K), and Flow State Investments L.P. ($82.45K).

How much institutional buying is happening at Abrdn World Healthcare Fund?

Institutional investors have bought a total of 2,799,811 shares in the last 24 months. This purchase volume represents approximately $35.78M in transactions.

Which Abrdn World Healthcare Fund major shareholders have been selling company stock?

Of the 23 institutional investors that sold Abrdn World Healthcare Fund stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: International Assets Investment Management LLC ($674.64K), Raymond James Financial Services Advisors Inc. ($152.65K), Wolverine Asset Management LLC ($90.89K), Commonwealth Equity Services LLC ($55.51K), Wealth Effects LLC ($43K), Steward Partners Investment Advisory LLC ($37.10K), and Raymond James & Associates ($35.61K).

How much institutional selling is happening at Abrdn World Healthcare Fund?

Institutional investors have sold a total of 1,207,588 shares in the last 24 months. This volume of shares sold represents approximately $14.17M in transactions.



This page (NYSE:THW) was last updated on 1/23/2025 by MarketBeat.com Staff
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